AIFD vs FPX

AAIFD

BFPX

Measures won0–4FPX wins · of 6 · 5Y

$10,000 · 5Y$12,520FPX

Lowest cost0.57%FPX · $57 on $10k

Most income0.20%FPX · $20 on $10k

Smallest drop−23.6%FPX · worst fall in 1Y

Held in common1.2%AIFD and FPX

AIFD

FPX

TCW Artificial Intelligence ETF · $107MFirst Trust US Equity Opportunities ETF · $1.3B

[…]3 years · per year[…] · $20,843+27.7%

[…]5 years · per year[…] · $12,520+4.6%

0.75%Expense ratio$75 · $57 on $10k · lower wins0.57%

0.00%12-mo yield$0 · $20 on $10k0.20%

−28.6%Worst dropSmaller wins−23.6%

34.5%VolatilityLower wins27.1%

0–4FPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIFD · FPX

1.4%RDDT0.7%

2.2%DOCN0.5%

Held in common1.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B
2	AAIFD	TCW Artificial Intelligence ETFRead Desk		0.75%	0.00%	+2.2%	+11.3%	+10.7%	new	new	−28.6%	$107M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B
2	AAIFD	TCW Artificial Intelligence ETFRead Desk		0.75%	0.00%	+2.2%	+11.3%	+10.7%	new	new	−28.6%	$107M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIFD vs FPX

AIFD

TCW Artificial Intelligence

[…]

FPX

First Trust US Equity Opportunities

$12,520

MeasureAIFDFPX

Fee0.75%0.57%

Cost on $10k a year$75$57

Yield0.00%0.20%

5 years, per year[…]+4.6%

3 years, per year[…]+27.7%

Worst drop · 1Y−28.6%−23.6%

Volatility · 1Y34.5%27.1%

4–0measures won
FPX first

1.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AIFD, FPX

Today

1.2%most shared, AIFD and FPX

AIFDFPX

AIFD—1.2%

FPX1.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$37most kept, FPX

FPX$20 − $57 = −$37

AIFD$0 − $75 = −$75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee